ProShares

ProShares

Regional Vice President - Wholesaler (Chicago)

Chicago, Illinois · Exec

Sponsorship not specifiedDetected 37 days ago
Email MarketingLead GenerationOutbound SalesCommunicationPublic Speaking

About the role

  • We anticipate that the incumbent will possess in-depth investment and market knowledge, product presentation skills, analytical abilities and advanced selling skills.
  • Introduce current and prospective clients to ProShares ETFs and services through telephone conversations, web-based presentations, conference attendance and in-person meetings.
  • Primarily communicate through telephone conversations, web-based presentations, and during conference attendance and in-person meetings as needed.

Responsibilities

  • Cultivate and manage client relationships by responding to client inquiries, providing ongoing communication with clients/prospects, and ensuring that ProShares Advisors and ProShares' business partners provide exemplary services to our most important clients and prospects.
  • Responsible for segmenting all offices and advisors in the territory, proactively promoting the ProShares Strategic ETF suite of products to qualifying prospects via outbound telephone efforts, marketing-developed email campaigns, responding to inquiries, advertising, and web lead follow-up, etc.
  • Promote sharing and exchange of industry knowledge and trends across the sales teams and greater organization including assisting with developing key marketing strategies and their execution.
  • Additionally, provide cross-selling leads for the leveraged and inverse products to our tactical products team.
  • Achieve prescribed sales goals and activity metrics that could include; outbound dials, quality conversations, meeting scheduling, web-based presentations, RIA profiles and lead generation follow-up, as established by management.

Requirements

  • Understanding of practice management, the FA business model, the competitive landscape of the financial services industry and the ability to identify critical services required of the Financial Professional
  • Possess intermediate proficiency levels in consulting to clients, managing relationships, obtaining and processing information required to provide services, and providing sales support required.

Nice to have

  • Advanced credentials preferred (or in process) such as CFA, CFP, CAIA
  • Appropriate FINRA licenses required (7 & 63)
  • Demonstrated record of selling success, achievement of sales goals in the financial professional channel,
  • ETF experience and knowledge.

Skills

  • Ability to conduct web-based presentations and to possess in-person presentation skills
  • Ability to meet activity metric and sales goals objectives.
  • Excellent verbal communications skills.
  • Proficient territory management skills.
  • Advanced understanding and experience in the usage of investment analytics, tools, etc.
  • Be able to prioritize client projects and requests effectively.
  • Knowledge, Skills and Abilities:

Compensation

  • The compensation for this position includes salary and incentive pay.
  • The annual base salary for this role is $125,000 (USD), which does not include variable bonus.
  • Total compensation may vary based on experience, role, location, department, and individual performance.
  • Competitive pay and variable bonus
  • Hybrid work schedule
  • Additional Programs include peer recognition, corporate matching gift

Benefits

  • Competitive pay and variable bonus
  • Health care benefits (medical, dental & vision)
  • Additional insurance includes basic life, accidental death and dismemberment, supplemental life, disability and legal benefit
  • 401(k) retirement plan with matching contribution
  • Spending Accounts (Health Care, Dependent Care, and Transportation)
  • Wellness Programs (fitness reimbursement, Employee Assistance Program)
  • Education assistance

Company info

  • ProShares has been at the forefront of the ETF revolution since 2006. ProShares now offers one of the largest lineups of ETFs, with over $100 billion in assets. The company is a leader in strategies such as crypto-linked, dividend growth, interest rate hedged bond and geared (leveraged and inverse) ETF investing. ProShares continues to innovate with products that provide strategic and tactical opportunities for investors to manage risk and enhance returns.
  • Position Summary: Chicago
  • The position is responsible for promoting ProShares Strategic ETFs across select WH firms, Independent BD's and RIA's The role will involve channel segmentation, FA qualifying and profiling as well as arranging appointments for meetings across all channels, managing a multi-state region. We anticipate that the incumbent will possess in-depth investment and market knowledge, product presentation skills, analytical abilities and advanced selling skills.
  • Essential Job Functions:
  • ProShares has been at the forefront of the ETF revolution since 2006.
  • ProShares now offers one of the largest lineups of ETFs, with over $100 billion in assets.
  • The company is a leader in strategies such as crypto-linked, dividend growth, interest rate hedged bond and geared (leveraged and inverse) ETF investing.
  • ProShares continues to innovate with products that provide strategic and tactical opportunities for investors to manage risk and enhance returns.
  • The position is responsible for promoting ProShares Strategic ETFs across select WH firms, Independent BD's and RIA's The role will involve channel segmentation, FA qualifying and profiling as well as arranging appointments for meetings across all channels, managing a multi-state region.
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This listing is sourced directly from ProShares's careers page and normalized into a canonical job model.